Rev & Regs are recruiting for a Fund Administrator position for a dynamic and well-renowned Financial Services company in Leeds.
The role will suit someone with a strong background in Investment Fund administration and comfortable using large Fund accounting data sets.
The business has an Investment Operations function that supports the centralisation of a range of activities that cover the full lifecycle of an investment fund.
Our client is an established organisation working within financial services, and they are looking for an Administrator to join their small and friendly team.
As a Financial Services Administrator, you will play a vital role in supporting Financial Advisers by ensuring the smooth and efficient running of client accounts.
You will have either Administration experience or have experience within Financial Services.
This company is a well-respected financial services company based in Bury, and they are seeking an Administrator to work alongside and support a small team of Independent Financial Advisers.
Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team.
Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function.
Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner's and four Administrators.
Providing full administrative support to a number of Financial Planners.
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.